P
US12373630B2ActiveUtilityPatentIndex 49

Systems and methods for dynamic generation of digital documents

Assignee: BANK OF MONTREALPriority: Jun 2, 2022Filed: Jun 1, 2023Granted: Jul 29, 2025
Est. expiryJun 2, 2042(~15.9 yrs left)· nominal 20-yr term from priority
Inventors:WAN CHING LEONGROBERTSON STUART
G06F 40/10
49
PatentIndex Score
0
Cited by
8
References
20
Claims

Abstract

Disclosed herein are methods and systems to retrieve and analyze data using customized machine-readable instructions. A method comprises identifying a set of computer-executable commands to satisfy an electronic request; identifying one or more dependencies within the set of computer-executable commands; generating a machine-readable instruction using at least a subset of the computer-executable commands in accordance with at least one dependency; and transmitting the machine-readable instruction to a second processor.

Claims

exact text as granted — not AI-modified
What is claimed is: 
     
       1. A method for dynamic generation of digital documents, the method comprising:
 identifying, by a processor, a set of computer-executable commands to provide at least one digital document responsive to an electronic request, each computer-executable command configured to communicate with at least one data repository; 
 identifying, by the processor, a plurality of dependencies within the set of computer-executable commands; 
 generating, by the processor, a machine-readable instruction using at least a subset of the computer-executable commands arranged in a sequence corresponding to a subset of the plurality of dependencies; 
 dynamically configuring, by the processor, an application programming interface in accordance with the machine-readable instruction, whereby the application programming interface transmits the subset of computer-executable commands in accordance with the sequence to a plurality of second processors each associated with the at least one data repository; and 
 generating, by the processor, the at least one digital document using data received from the application programming interface. 
 
     
     
       2. The method of  claim 1 , wherein the subset of the computer-executable commands are arranged synchronously or asynchronously. 
     
     
       3. The method of  claim 1 , further comprising:
 presenting, by the processor, a graphical user interface displaying an indication of at last one computer-executable command. 
 
     
     
       4. The method of  claim 3 , wherein the graphical use interface comprises at least one input element configured to receive a revision to the machine-readable instruction or the computer-executable command. 
     
     
       5. The method of  claim 4 , wherein the revision corresponds to at least one dependency or the sequence. 
     
     
       6. The method of  claim 1 , further comprising:
 training, by the processor, a computer model to identify an attribute of the machine-readable instruction. 
 
     
     
       7. The method of  claim 1 , wherein the subset of the computer-executable commands are arranged, such that an output of a first computer-executable command of the subset of the computer-executable commands is an input to a second computer-executable command of the subset of the computer-executable command. 
     
     
       8. A computer system for dynamic generation of digital documents, the computer system comprising:
 a server comprising a processor and a non-transitory computer-readable medium containing instructions that when executed by the processor causes the processor to perform operations comprising:
 identifying a set of computer-executable commands to provide at least one digital document responsive to an electronic request, each computer-executable command configured to communicate with at least one data repository; 
 identifying a plurality of dependencies within the set of computer-executable commands; 
 generating a machine-readable instruction using at least a subset of the computer-executable commands arranged in a sequence corresponding to a subset of the plurality of dependencies; 
 dynamically configuring an application programming interface in accordance with the machine-readable instruction, whereby the application programming interface transmits the subset of computer-executable commands in accordance with the sequence to a plurality of second processors each associated with the at least one data repository; and 
 generating the at least one digital document using data received from the application programming interface. 
 
 
     
     
       9. The system of  claim 8 , wherein the subset of the computer-executable commands are arranged synchronously or asynchronously. 
     
     
       10. The system of  claim 8 , wherein the instruction further causes the processor to present a graphical user interface displaying an indication of at last one computer-executable command. 
     
     
       11. The system of  claim 10 , wherein the graphical use interface comprises at least one input element configured to receive a revision to the machine-readable instruction or the computer-executable command. 
     
     
       12. The system of  claim 11 , wherein the revision corresponds to at least one dependency or the sequence. 
     
     
       13. The system of  claim 8 , wherein the instruction further causes the processor to train a computer model to identify an attribute of the machine-readable instruction. 
     
     
       14. The system of  claim 8 , wherein the subset of the computer-executable commands are arranged, such that an output of a first computer-executable command of the subset of the computer-executable commands is an input to a second computer-executable command of the subset of the computer-executable command. 
     
     
       15. A computer system for dynamic generation of digital documents, the computer system comprising:
 a server having at least one processor, the server configured to:
 identifying a set of computer-executable commands to provide at least one digital document responsive to an electronic request, each computer-executable command configured to communicate with at least one data repository; 
 identifying a plurality of dependencies within the set of computer-executable commands; 
 generating a machine-readable instruction using at least a subset of the computer-executable commands arranged in a sequence corresponding to a subset of the plurality of dependencies; 
 dynamically configuring an application programming interface in accordance with the machine-readable instruction, whereby the application programming interface transmits the subset of computer-executable commands in accordance with the sequence to a plurality of second processors each associated with the at least one data repository; and 
 generating the at least one digital document using data received from the application programming interface. 
 
 
     
     
       16. The computer system of  claim 15 , wherein the subset of the computer-executable commands are arranged synchronously or asynchronously. 
     
     
       17. The computer system of  claim 15 , wherein the server is further configured to present a graphical user interface displaying an indication of at last one computer-executable command. 
     
     
       18. The computer system of  claim 17 , wherein the graphical use interface comprises at least one input element configured to receive a revision to the machine-readable instruction or the computer-executable command. 
     
     
       19. The computer system of  claim 18 , wherein the revision corresponds to at least one dependency. 
     
     
       20. The computer system of  claim 15 , wherein the server is further configured to train a computer model to identify an attribute of the machine-readable instruction.

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